Report Setting
Enter a report setting, or click the Lookup
button to list all report settings. The Standard report setting provides
a set of default options, sort criteria, and selection criteria for each
report.
Description
This field displays the description for the
selected report setting. Enter a description that describes the output
of the report. The description can be up to 60 characters.
Type
This field displays the type of access assigned
to the report setting. A Public report setting allows access to all users.
This includes the ability to access, modify, save, print, and delete the
report setting; however, the Standard report setting cannot be deleted.
This field can only be viewed.
Default Report
Select this check box to set the current report
setting as the default report setting. The default report setting is the
first report setting displayed when the report is accessed. Clear this
check box if you do not want this report setting to be the default.
When a default report setting is not selected,
the Report Setting field displays the Standard report setting.
Print Report Settings
Select this check box to print the options,
sort criteria, and selection criteria for the selected report setting.
This information prints on a separate cover page when the report is printed.
Clear this check box if you do not want to print the report settings.
Three Hole Punch
Select this check box to print the report with
a larger margin. This allows enough space for you to three-hole punch
the report. Clear this check box if you do not want a larger margin for
this purpose.
Number of Copies
Select the number of copies to print.
Collated
Select this check box to print each copy of
the report or form in proper binding order when printing multiple copies.
Clear this check box if you do not want to collate the report or form.
This check box is available only if the value selected in the Number of
Copies field is greater than 1.
Sort
Report By
Select an option for sorting the listing.
Vendors
to Print
Select the vendor type to print.
-
Select
1099 Vendors Only to print only the vendors with Business or Individual
selected in the 1099 Form Vendor Type field in Vendor
Maintenance. This option is available only if the 1099 Reporting
check box is selected in Accounts
Payable Options.
-
Select
All Vendors to print all vendor types.
-
Select
Credit Card Vendors Only to print only the vendors with the Credit
Card Vendor check box selected in Vendor Maintenance.
-
Select
Electronic Payment Vendors Only to print only the vendors with the
Electronic Payment check box selected in Vendor Maintenance. This
option is available only if the Enable ACH Electronic Payments check
box is selected in Accounts Payable Options.
-
Select
On Payment Hold Only to print only the vendors with the Hold Payment
check box selected in Vendor Maintenance.
-
Select
Active Only to print only the vendors with a status of Active in Vendor
Maintenance.
-
Select
Temporary Only to print only the vendors with a status of Temporary
in Vendor Maintenance.
-
Select
Inactive Only to print only the vendors with a status of Inactive
in Vendor Maintenance.
Note If All
Vendors or Inactive Only is selected in this field and Vendor Information
is selected in the Report Type to Print field, the inactive reason and
description appear on the listing.
Report
Type to Print
Select the report type to print.
-
Select
Vendor Information to print the complete vendor information for each
vendor.
-
Select
Number and Name Listing to print only the vendor number, name, contact
name, and telephone number for each vendor.
-
Select
Number and Name and Address Listing to print only the vendor number,
name, address, contact name, and telephone number for each vendor.
Include
Vendors on Payment Hold
Select this check box to include vendors with
the Hold Payment check box selected in Vendor Maintenance.
Clear this check box to exclude vendors with the Hold Payment check box
selected. This check box is selected and can only be viewed if On Payment
Hold Only is selected in the Vendors to Print field.
Print
Vendor Memos
Select this check box to print all vendor memos
for each vendor. Clear this check box to exclude vendor memos. This check
box is available only if Vendor Information is selected in the Report
Type to Print field.
Print
Vendor Contacts
Select this check box to print the vendor contacts
on the report. Clear this check box to exclude vendor contacts. This check
box is available only if Number and Name Listing is not selected at the
Report Type to Print field.
Print
1099 Payment History
Select this check box to print the 1099 payment
history for each vendor listed. Clear this check box to exclude the 1099
payment history information. This check box is available only if Vendor
Information is selected in the Report Type to Print field.
Print
Purchase Addresses
Select this check box to include purchase and
e-mail addresses. Clear this check box to exclude the purchase and e-mail
addresses. This check box is available only if the Purchase Order module
is installed and set up, and Number and Name Listing is not selected in
the Report Type to Print field.
For
Calendar Year
Enter the 1099 calendar year for printing the
1099 payment history. This field is available only if the Print 1099 Payment
History check box is selected.
Print
Paperless Delivery Options
Select this check box to print options entered
in Paperless
Office Delivery Options for the vendor. Clear this check box to exclude
Paperless Office options. This check box is available only if the Forms
check box is selected in Paperless
Office Options.
Print
Electronic Payment Information
Select this check box to print electronic payment
information entered in Vendor
Electronic Payment. Clear this check box to exclude the electronic
payment information. This field is available only if the Enable ACH Electronic
Payments check box is selected in Accounts
Payable Options, Vendor Information is selected in the Report Type
to Print field, and you have the appropriate security set up.
Operand
Select an operand to limit your selection to
a particular value or range of values. When selecting a value using the
Lookup button or entering a value directly into the Value field (and moving
out of the field), the operand automatically changes to Equal to. Likewise,
when selecting a value using the Lookup button for a range or entering
values directly into both Value fields, the operand automatically changes
to Range.
The following operands are available:
| All
|
Selects all
information for the Select Field.
|
| Begins with |
Selects only the
information for the Select Field that begins with the value entered
in the Value field. |
| Ends with |
Selects only the
information for the Select Field that ends with the value entered
in the Value field. |
| Contains |
Selects only the
information for the Select Field that contains the value entered
in the Value field. |
| Less than |
Selects only the
information for the Select Field that is less than, but not equal
to, the value entered in the Value field. |
| Greater than |
Selects only the
information for the Select Field that is greater than or equal
to the value entered in the Value field. |
|
Range
|
When Range is
selected, two Value fields are used. Information is selected that
is greater than or equal to the first value entered and less than
or equal to the second value entered in the Value fields.
Note Entries in the "From"
Value field may change to the entry made in the "To"
Value field, if the "From" Value contains a lowercase
letter and the "To" Value contains an uppercase letter.
This occurs because lowercase letters are greater than uppercase
letters. For example, if 01a is entered in the "From"
Value field and 01C is entered in the "To" Value field,
the "From" Value field changes to 01C.
|
|
Equal to
|
Selects only the
information for the Select Field that is equal to the value entered
in the Value field.
|
|
Not Equal to
|
Selects only the
information for the Select Field that is not equal to the value
entered in the Value field.
|
Additional operands are available for date
Select fields. The system date is used to calculate the date ranges. When
one of the date operands is selected, the Value fields automatically default
to the appropriate dates.
You can use commas (,) to separate multiple
values; however, if your selection values already contain commas, you
must use alternate separators to separate them.
Note When alternate
separators are used, the value list must end with the alternate separator
character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; "
/ _ + { } | : < > ?
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
If your company uses commas in item codes,
use an alternate separator to select one or multiple item codes.
Value
Enter a value based on the operand entered,
or click the Lookup or Calendar button to select a value from the list.
Multiple values can be entered by using a comma or alternate separators
to separate values.
You can enter single or multiple values as
follows:
| All |
Selects all information
for the Select Field. |
|
Begins with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Ends with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Contains
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
| Less than |
Only single values
are allowed. |
| Greater than |
Only single values
are allowed. |
| Range |
Both Value fields
are used to define a range. Only single values are allowed at
each Value field. |
| Equal to |
Multiple values are
separated by a comma or alternate separator. An OR condition is
assumed. |
|
Not Equal to
|
Multiple values
are separated by a comma or alternate separator. An AND condition
is assumed.
|
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
Printer/Output
Select a printer or output method. The following
output methods are available:
-
Select
Deferred to save the report or listing to your hard drive for printing
at a future time using Deferred
Printing.
-
Select
Export to export to a file type, such as PDF or Excel. The file can
then be saved to your hard drive.
-
Select
Data Only Export to export only the data portion of the report (excluding
header information) to a file type, such as PDF or Excel. The file
can then be saved to your hard drive or e-mailed.
Note
This option is available only if the report or listing contains header
information.
-
Select
Office Merge to export data to a Microsoft Word or Excel template.
For more information, see Office
Template Manager.
-
Select
Paperless Office to e-mail, fax, or print the report as a PDF document.
When you select this option and click Print, the Paperless
Office Selection window appears and allows you to define recipient
and message options.
Keep Window Open After Print
Select this check box to keep this window open
after you print. Clear this check box if you want this window to close
automatically after you print.
Note The selection for
this check box is set by user and workstation.
Keep Window Open After Preview
Select this check box to keep this window open
after you preview the report or form. Clear this check box if you want
this window to automatically close after you preview the report or form.
Note The selection for
this check box is set by user and workstation.
Vendor Listing
